In one of our earlier blog we have discussed about Information and Error message feature of Sage CRM 7.2. Information and Error Message feature in Sage CRM v7.2 Now in this blog we are going to discuss the additional uses of Information Message in Sage CRM. We all know Sage CRM Pipeline shows the quick view… Read More »
In our GUMU™ integration, we keep on adding new features which is very helpful for your business process and users. In the upcoming GUMU release, we are planning to add new features which will accelerate the Order Creating and Promotion Process even better as we did previously by adding Quick Line Entry Feature. For this we are planing to add Quick Order Entry feature where user can Create Order using multiple line items and than can promote that Order through Order Summary Screen using Promote Order button. New Stuff: GUMU Sage CRM version 7.3 integration with Sage 100 ERP now available Below is the proposed functionality for this feature We will added a new button in the menu section as shown below It will open a screen where user can enter Company and person(We can customize this screen as well to add more field) Once user has selected… Read More »
Date Preferences: A Date is made of three elements namely Month, Date and Year and we can set combinations depending on country to have a date format. Example MM/DD/YY. Sage CRM has different date formats which user can set for his own instance in User Preferences. Once user selects date format, all the date fields… Read More »
Our GUMU™ for Sage CRM – QuickBooks integration link is an external bi-directional link which synchronize data from Sage CRM to QuickBooks and vice versa. Today in this blog, we will explain how to create custom fields in Sage CRM which can be integrated with QuickBooks. New Stuff: Calculate Sales Tax in Sage CRM using AvaTax… Read More »
GUMU for Sage CRM – Sage 100 integration is a real-time bi-directional link .i.e. any changes made either in Sage CRM or Sage 100 will be replicated immediately in the other system. In our upcoming GUMU version, we are introducing a new feature where user can integrate vendor details from Sage CRM – Sage 100… Read More »
In the Business world, Organizations can have Customers all over the world. Organizations can track their Customers Country code and Area code in their records. It depends on individual Organization to track Country code and Area code in their records. New Stuff: Posting Single Invoice Entry from Sage CRM for Multiple Shipments In Sage CRM… Read More »
GUMU™ for Sage CRM – Sage 100 application is a real time bi-directional integration link. Using GUMU™, a user can promote Sage CRM Company, promote sales order from Sage CRM to Sage 100. In addition to this, all the information for Sage 100 customer flows between Sage CRM – Sage 100 on real time depending… Read More »
In ERP when a Customer purchases more than one item we can send that Customer a combined invoice. A combined invoice lets a Customer send you a single payment for multiple shipments. In our earlier Blog we had explained how to Create Single Invoice Entry from Multiple Shipment Entry in Sage 300 ERP. Now in… Read More »
We integrate our CRM and ERP to transform our business into a more customer-centric and efficient company. This Integration keeps CRM and ERP information sources connected and available for further analysis and planning, thus making organizations more productive. Attend upcoming webinar to see how Greytrix integrated solution leverages the transactional information from Sage CRM into… Read More »
Sage CRM has helped to manage all communication related activities with the help of tasks, appointments, emails etc. Data security and management has also been made easily available within Sage CRM’s various modules or entities. But have you ever came across such a requirement where to need to upload documents related to specific appointments? New… Read More »
